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Investment

Since 1988, Estates has maintained strategic focus on generating reliable financial principles by delivering disciplined, attractive risk adjusted returns. Our history helps to demonstrate our conservative financial values that navigated the turns of the market while continuing to generate enticing returns.

To stand apart, our goal is to create solid financial partnerships based on sound underwriting & valuation practices with a long-term vision rooted in today’s market both locally & globally. Our flexibility creates the ability to push beyond the standard by aligning our creativity & discipline to generate value.

Estates believes that partnerships begin with trust, communication, & transparency. Our partners will find these standards showcased in our investor reporting issued monthly outlining the overall financials, variances, and any other desired metrics including our open communication policy. Our investment strategies and philosophies are valued by our partners resulting in both banking and investment relationships that have prevailed over decades. Investors of both debt & equity continue to demonstrate their confidence in Estates by sourcing capital into new opportunities with Estates.

“Our family’s 20+ year investment history with Estates is characterized by “trust”. We trust Bob Mundy, Matt Mundy and the Estates team to offer unique investment opportunities with market returns while managing risks for all parties. The professionals at Estates are excellent at identifying and analyzing development opportunities, executing the development plan and providing management and asset management services. We are proud to be investment partners with Estates!”

Charlie Mickel; Active Real Estate Investor